AIM
EVR icon

Assured Investment Management’s Evercore EVR Stock Holding History

Assured Investment Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-66,992
Closed -$6.1M – 293
2019
Q1 		$6.1M Buy
66,992
+42,559
+174% +$3.74M 0.07% 121
2018
Q4 		$1.75M Buy
24,433
+4,554
+23% +$374K 0.05% 365
2018
Q3 		$2M Sell
19,879
-12,445
-39% -$1.34M 0.04% 423
2018
Q2 		$3.41M Buy
32,324
+17,123
+113% +$1.77M 0.06% 319
2018
Q1 		$1.33M Buy
15,201
+2,490
+20% +$235K 0.03% 457
2017
Q4 		$1.14M Buy
12,711
+8,995
+242% +$750K 0.02% 426
2017
Q3 		$298K Buy
+3,716
New +$279K 0.01% 529

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return